The methodologies we ship, documented.
Six reusable frameworks we bring to every regulated-filing and pipeline-heavy services engagement. Distilled from real client work, abstracted so the methodology travels. Authored for BD reference, published so our prospects can see we've thought it through.
6 methodologies, each self-contained.
Every framework is usable on its own and composable with the others. The phased delivery playbook wires them into a single engagement.
Stage-Gated Pipeline Automation
Eight deal stages, explicit gates on every transition, and AI-owned stages where the board moves itself. A repeatable blueprint for any pipeline-heavy services firm.
AI Document Processing Agent
An 11-step daily pipeline that reads e-signed PDFs, compares client intake against authoritative source documents, populates forms, and drafts emails, with a named operator-review gate before anything leaves the system.
Intelligent Routing Agent
A dual-trigger AI agent that watches Trello, Drive, and inbound email for case notifications, classifies the document, extracts award amounts, generates invoices, and routes deals to Won, Lost, Deferred, or Hold automatically.
CRM-Native Intake Migration
Retire the Google Drive intake spreadsheet. Replace it with CRM-native custom properties on the Contact record and a deal-creation trigger that fires the moment an operator logs the meeting. Every downstream AI workflow depends on this being clean.
Drawing the AI–Human Line
Before we wire a single agent, we decide, in writing, what AI owns, what a human owns, and where the handoff lives. This is the framework that keeps AI projects from becoming political grenades.
The Phased Delivery Playbook
Six self-contained phases. Each one ships with its own build, integration, UAT, and training. When a phase completes, the team uses that part of the workflow immediately, no waiting for the full system to finish.
Pick a framework. Start there.
Every engagement starts with one. We scope, build, and hand off in phases, usable from phase one. No twelve-month builds with nothing to show for quarter three.